Chapter 248: Scheme
Zhou Ye couldn't eat anymore, and he narrowed his eyes dangerously: "You and her have become good girlfriends who talk about everything now." β
Lin Xin'er laughed twice: "It's not anymore, it's just that because of this family trust matter, the two of us have more contact, and sometimes we will talk about some family matters." β..
Zhou Ye directly gave her a roll of the eyes, put down the chopsticks, and went straight to the study.
Xu Xiaoai's family trust gradually began to get on the right track with their efforts and publicity.
She and Lu Liang now hold a wealth lecture every week, the most important thing is to preach the relevant advantages of family trust for high-net-worth clients, and they already have successful cases, which is more convincing to talk about.
Now Xu Xiaoai has an idea that their family trust should be truly actively managed, rather than relying on high-net-worth customers from banks to do just one channel.
This is not only from an income perspective, but more importantly, it is more important to cultivate the company's self-management ability in trust transformation.
Today's wealth seminar was scheduled for Saturday, and there were many customers who came, and Daewoo Trust was set up in the largest conference room in the Fortune Center.
As the keynote speaker, Lu Liang deliberately changed into a neat suit today, his hair was combed shiny, and he created an image of a professional, dealing with these high-net-worth clients, from the outside to the inside, you need to be professional.
Xu Xiaoai is not the protagonist today, she sits at the back of the room, and there is a Q&A session behind, when she will make a concluding speech and answer questions as a representative of the company's senior management.
Lu Liang is talking about it above, talking endlessly, which is completely different from the state of the company's accident during the period, and there are many people below who are his fans.
Halfway through his speech, a girl ran up with a bouquet of flowers, and a group of people below followed suit, only to see that the girl directly stretched out her head and kissed Lu Liang's face, which stunned Lu Liang at that time.
The coaxing below became louder, and Xu Xiaoai saw that Lu Liang's ears were red, and she laughed happily in the last row.
Just as she was smiling happily, she saw a somewhat familiar sound and shadow out of her eyes, a middle-aged woman dressed in jewels and walking in with her chin raised.
She found an empty seat and sat down, looking at the group of laughing and giggling crowd next to her, she ignored no one, with a look of arrogance on her face.
Xu Xiaoai put away her smile, she didn't expect to see this woman for the second time here, this is no one else, this is Zhou Ye's mother who once had the same relationship with her.
From Xu Xiaoai's angle, she could see a huge pearl under her earlobe, shining under the light.
She quietly walked over and sat next to her: "Auntie, do you remember me?" I'm Xu Xiaoai. β
Zhou Ye's mother raised her eyelids slightly, and glanced at her lightly: "It seems that you have a great influence on my son, and you have done everything to his head in business." β
Xu Xiaoai didn't hear Zhou's mother's cynicism, she smiled very decently: "Auntie, are you mistaken, this should be our company's product, take the initiative to attract you." And your daughter-in-law has already made an order with us, and her family is now our high net worth client. β
"If it weren't for Xin'er telling me that your products are good, I wouldn't have come, fortunately my son wasn't with you at the time, otherwise how could they be living so well now."
Mother Zhou seemed to be choked in her heart, and what she said was really not good.
Xu Xiaoai knew that she was not likable in front of Zhou's mother, and she was not persistent: "Auntie, you have an opinion about me, I can understand it." How about I directly ask Lu Liang, the boss of fortune who is speaking on the stage, to serve you in a moment? β
Zhou's mother hummed arrogantly, Xu Xiaoai walked away with a knowing face, Lu Liang finished speaking, and it was just when she came to the stage to speak, she talked about the advantages of the family trust in a simple way, and at the same time introduced the family trust in her own family.
Now the people below are more interested, and introducing other people's products is of course not as effective as setting up their own.
"You can take a look at our family's products have been established for less than three months, and the net value is rising every day, because we are now the most important fixed-income products at the bottom, and we are still allowed.
At the same time, we will choose some very stable public fund products or the latest REITs products in the market, and we will use the advantages of our company to get a more favorable price for each investor, and select a more stable fund. @Β·error-free start~~"
"Of course, this is only part of the investment, our most critical thing is to help you solve the problem of family inheritance, take the actual situation of our family as an example, my husband is a doctor in the hospital, and his family's business is not together. With a family trust, the problem of the heir is perfectly solved, the trust company can hold the shares on behalf of the company, and can hire a professional manager to help manage it, so that the equity structure will be clearer and the family's property inheritance will be more effective. β
Xu Xiaoai's words went directly to Zhou's mother's heart, after the lecture was over, she sat in the corner and waited, and after Lu Liang dealt with all the people, she directly pulled Lu Liang to eat.
"Is it really as good as you say? How many orders have you succeeded in now? How are these clients' assets managed? β
Lu Liangshi talked about the current situation of their current wealth management with Zhou's mother in detail, and also introduced Lin Xin'er's order carefully.
For Zhou's mother, the most significant reference is the family trust in Lin Xin'er's family, which is completely similar to theirs, and can be copied directly if possible.
"As for the legal text, if there is any ready-made text, let me go back and read it."
"No problem." Zhou's mother left an email address.
Lu Liang sent all the transaction texts to her, he knew that for high-net-worth clients, they may have their own legal affairs, and after the matter was clearly introduced, there would naturally be a lawyer to help them check all the texts.
Xu Xiaoai told Lin Xin'er about Zhou's mother's visit, and Lin Xin'er went home and told Zhou Ye.
Zhou Ye was very strange, his mother didn't believe in the bank, but believed in the trust even more.
Things are slowly advancing, and the net-worth transformation of Xu Xiaoai's non-standard products has been completed in the existing system, while Li Jingjing's net-worth transformation has been delayed again and again.
The deadline for regulatory requirements is approaching, and the net-worth transformation reported by Li Jingjing at the meeting is only a prototype.
All the leaders were not satisfied with her plan.
Daniel Zhang said directly: "You go and report to the regulator first to see if you agree with your plan." β
Li Jingjing took her plan and a child below to find Lin Xin'er.
Lin Xin'er directly threw her a transformation plan for Xu Xiaoai: "This is also the level of your company, right?" Look at what Xu Xiaoai did, the plan alone made nearly a dozen pages, what about you? Who will fool with two pages? β
"Your pool transformation should be more complicated than the transformation of non-standard business, right? Do you have to rely entirely on your work? When is the General Meeting of Beneficiaries held? When will the contract be amended? I haven't seen any of these details in your report. β
Li Jingjing was directly dumbfounded, she didn't expect Lin Xin'er to become so sharp now, and she thought about it more comprehensively than her.
Li Jingjing hurriedly smirked: "Mr. Lin, this report is indeed not very perfect, I am also here to report to you first, I want to hear your opinions, and then go back to find a way to transform, we want to refer to the transformation plan of Chase Bank's wealth management products, the main transformation methods are borrowed from them, if you agree, we will continue to do it." β
"Chase? Which department of Chase Bank gave you this material? β
"It was their asset management department, which was also specially authorized by President Zhou, and I struggled with President Zhou for a long time before he was finally willing to give it to me."
Lin Xin'er looked at Li Jingjing, the left president Zhou and Zhou president, as if they were very intimate.
"Do you have a lot of business dealings with President Zhou?"
Li Jingjing said embarrassedly: "It's not very much, President Zhou is too busy, and he won't have much time to meet him." β
Li Jingjing continued to flip to the opposite side, and said casually: "It seems that he is good to you and has given you all the core secrets of their bank." β
Li Jingjing didn't understand what Lin Xin'er meant at all, she was still talking proudly there.
"Of course, we've been working with Chase for a long time, and we share everything, not just at work or in private, but we're all good friends. Do you think we can get through this plan? β
Lin Xin'er snapped and slapped it on the table: "Of course I can't give it to you, the transformation of Chase Bank's wealth management is completely different from you, you are in competition, you are plagiarizing it as it is, and you don't consider your own business at all, I will be hell if I can let you pass." β
Li Jingjing came back with a disgraced face, and Daniel Zhang asked her how she communicated. She had to say that she would go back and revise it again.
Daniel Zhang didn't say anything, let her go back and continue to change according to the meaning of supervision, the two were talking, Lin Xin'er's phone came in, Daniel Zhang directly opened the speakerphone, so that he and Li Jingjing could both hear. @
"Mr. Zhang, I really can't help but call you, I am very dissatisfied with the plan made by Li Jingjing, I only know that I copy other people's houses, and there are no characteristics of trust at all, is this still what it looks like to be a trust company?"
"Everyone is doing business, we have to learn more from Xu Xiaoai, and look at the plan handed over by others, compared with Li Jingjing's, it is simply a heaven and a place, they are all employees of the trust company, why is there such a big difference in the quality of work?"
Daniel Zhang's face turned black directly, and Li Jingjing couldn't wait to find a hole in the ground to drill down directly.
Daniel Zhang threw the plan in Li Jingjing's face: "I limit you to change the plan in place within three days, if the supervision does not agree again, I think you will not do it." β
Li Jingjing was so anxious about this incident that she stayed up all night to come up with a report with ten pages, but the content in it was all virtual, and there was a lot of content, but she couldn't get to the ground at all, because she didn't know how to change it.
She took the report again and went to Lin Xin'er's office, hoping to fool her through this time.
Before I even entered, I heard the hearty laughter of two women at the door.